Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Greene is a financial advisor with Money Concepts Capital Corp. located in New City, New York. Nancy has been in the industry for over 28 years, and specializes in helping individuals, businesses and non-profits with financial planning and portfolio management. Nancy also has experience in providing general consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
NY
10/31/2002 - Present
Money Concepts Capital Corp. (New City NY)
BC
Issued 06/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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